Theodore Lauzen has been Partner of Grey Fox Wealth Advisors since September 2019, is a control person of the firm and directly owns between 50% and 75% of it.
Grey Fox Wealth Advisors, LLC is a Rockland, DE firm with $699M under management, 335 clients and 8 advisers in one office, as of its March 2026 filing.
- – present · 6 yearsRockland, DE · Adviser representative · Firm CRD 307172
Investment adviser representative registrations
Theodore Lauzen is registered as an investment adviser representative in 3 states. The first approvals date from March 2020; the most recent is Pennsylvania, in May 2024.
- DelawareSince 6 March 2020
- PennsylvaniaSince 15 May 2024
- TexasSince 3 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 March 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Theodore James Lauzen
- CRD
- 6773478
- Firm
- Grey Fox Wealth Advisors · CRD 307172
- Role
- Partner
- Office
- 100 SOUTH ROCKLAND FALLS ROAD, Rockland, DE 19732
- Registration
- Investment adviser registration
- In the industry since
- March 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Theodore Lauzen work?
Theodore Lauzen has been Partner of Grey Fox Wealth Advisors, LLC since September 2019, and is a control person of the firm.
Is Theodore Lauzen a financial advisor?
Yes. Theodore Lauzen has a current investment-adviser registration in Delaware, Pennsylvania and Texas, through Grey Fox Wealth Advisors since March 2020.
How many years of experience does Theodore Lauzen have?
Theodore Lauzen has 6 years in the financial industry, since March 2020, across 1 adviser firm.
What exams has Theodore Lauzen passed?
Theodore Lauzen passed the Series 65 in March 2020.
Where is Theodore Lauzen based?
Theodore Lauzen’s registered office is in Rockland, DE.
Is Theodore Lauzen registered with FINRA?
No. Theodore Lauzen has no current broker registration.
How can I verify Theodore Lauzen’s record?
Search CRD 6773478 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Theodore Lauzen’s full registration record.
